Trent NelsonCRD Number: 5044075
Current Firm: Woodbury Financial Services, Inc.
Trent Nelson (CRD# 5044075) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Sagepoint Financial Inc.||Phoenix, AZ||Nov 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management15,588MILLIONS
Total Number of Accounts71,852ACCOUNTS
Average Account Value$216,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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